Perhaps today you woke up to your phone alarm. You had breakfast and drove to work in a state-of-the-art car that corrected your trajectory to keep you in your lane. Sitting at your office, you edited a video and made a couple of queries to an artificial intelligence service. Despite being very different actions, behind them there was very likely a chip from the same brand: Nvidia. For two decades, it has been the leading graphics card company, but now it is also the world's leading supplier of chips for artificial intelligence. Nvidia has become the key component of the data centers that power large generative AI models. This has led it to break stratospheric revenue records. In the last fiscal year, Nvidia generated $215.9 billion, 65% more than the previous year, registering a net profit of almost $117 billion. But who is behind Nvidia, and how has it managed to transition to AI so effectively?

OpenAI has once again shaken up the artificial intelligence (AI) landscape with the announcement of an unprecedented funding round. The company, led by Sam Altman, has raised $110 billion in a deal spearheaded by three strategic partners: Amazon, SoftBank, and Nvidia. With this capital injection, the company's pre-funding valuation soars to $730 billion, placing it among the most valuable corporations in the world. The deal is divided into three main tranches: Amazon will contribute $50 billion, while SoftBank and Nvidia will each contribute $30 billion. "AI will be deployed everywhere, and the world needs massive computing power to meet the demand," Altman told CNBC. The strategic alliance with Amazon and Nvidia

Beyond the money, the agreement redefines cloud partnerships. Amazon Web Services (AWS) becomes a key technology partner for OpenAI. This alliance includes joint development; OpenAI will use Amazon's custom Trainium chips, which promise better value for money. AWS will also be the exclusive third-party provider for OpenAI Frontier, a platform for managing teams of AI agents in the enterprise.

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A dark week in the markets (for some). Gold, silver, bitcoin, technology companies... It seemed like no one was safe. Silver fell 30% in a single day, and Bitcoin plummeted 50% in three months. Everything was in the red. It felt like the end of the world. And a phrase that made me laugh: "I used to lose 5% a year to inflation, and now I'm losing 20% ​​a month investing."

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Major US artificial intelligence (AI) companies closed down on Thursday as a result of the growing fears of a bubble in this industry. Paradoxically, the losses occurred on the same day as Nvidia, the world's largest AI chip manufacturer. published some extraordinary results for the third quarter of this year, which exceeded analysts' expectations and set a new record for both sales and profits.

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US microchip giant Nvidia, considered the world's largest company by market capitalization, exceeded analysts' expectations in the third quarter and announced on Wednesday evening an increase in profits and revenue. The earnings report was one of the most anticipated in recent months, as it was expected to provide clues about the company's health, which has recently suffered a drop in market value, and about the artificial intelligence (AI) industry at a time of growing speculation about a possible bubble. Specifically, the US company reported a net profit of $31.91 billion during the third quarter of the fiscal year, representing a 65% increase compared to the previous year. The company, a leader in the field of AI, released the results after the close of trading on Wednesday, with quarterly revenue of $57.006 billion, a 62% increase year-over-year. Data centers are the main driver of activity, generating $51.215 billion in revenue. These results exceed all expectations and, according to the company, dispel fears of an AI bubble bursting.

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Fears are growing about a bursting of the artificial intelligence (AI) bubble. Japanese technology investor Softbank has sold its stake in NvidiaNvidia, the leading producer of chips for generative AI, for $5.8 billion (approximately €5 billion at the current exchange rate). This transaction has shaken stock markets and fueled fears that the AI frenzy has peaked, especially following recent warnings from Wall Street bank executives. In its quarterly results, the Japanese technology investor announced that it had sold the 32.1 million Nvidia shares it had held since October to finance CEO Masayoshi Son's ambitious AI strategy, centered on a "total" commitment to OpenAI, the company behind it.

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Many analysts see similarities between the boom in artificial intelligence (AI) investments and what happened in 2000 with the .comAfter a period of euphoria and rising prices, the bubble burst. .comThese were the years when the internet was becoming increasingly popular. Companies received millions in stock market investments without it being clear whether they would ultimately reap the expected profits. Many disappeared when the bubble burst, when expectations spiraled out of control and a recession hit, bringing things back down to earth. Others, like Amazon or eBay, for example, after a period of losses, ended up becoming tech giants. Now many analysts see parallels. And with the fear that, in the event of a crisis, the economic impact will be much greater than before. In fact, just one of the companies involved, Nvidia, is worth on the stock market today the equivalent of everything that was lost in that crisis.

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Michael Burry tweets infrequently, speaks even less, and is rarely seen in public, but when he does, it's for a reason. And this week he decided to make his stance against artificial intelligence public.

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The world of finance is beginning to dwarf planet Earth. This was stated by Harvard historian Niall Ferguson in his book. The triumph of money (Debate, 2011, updated in 2024). Over the years, this trend has solidified, and the financial economy is outpacing the real world. A prime example is the large technology companies in the United States, especially those most closely related to artificial intelligence (AI). These are companies that have surpassed historic price levels and are beginning to raise alarms not only about the existence of a bubble, which no one doubts, but also about its potential bursting.

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US tech giant Nvidia has become the first company in the world to reach a market capitalization of $5 trillion (€4.28 trillion). This consolidates its position as the most valuable publicly traded company of all time, amid expectations regarding the potential impact on its artificial intelligence chip business of the upcoming meeting between US President Donald Trump and Chinese President Xi Jinping. The world is also awaiting the group's earnings report, due to be released in mid-November.

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Chipmaker AMD and OpenAI, the creator of ChatGPT, have announced a six-gigawatt deal to power OpenAI’s next-generation artificial intelligence infrastructure across multiple generations of AMD Instinct graphics processing units (GPUs). The first deployment, of a 1-gigawatt AMD Instinct MI450 GPU, is planned to begin in the second half of 2026. Under the agreement, Open AI could eventually own up to 10% of AMD, Nvidia’s primary competitor, with whom it also recently finalized a deal.

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Nvidia and OpenAI have announced the largest investment in the history of technology: $100 billion (€95 billion) to build the largest artificial intelligence (AI) infrastructure ever conceived. The deal, which surpasses the $70 billion Microsoft paid for Activision Blizzard, could determine who controls the future of AI.

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Nvidia, the American chip giant, announced this Monday a $100 billion investment (about €85 billion at the current exchange rate) in the technology company OpenAI – owner of ChatGPT – as part of a strategic alliance to build a data center and systems with greater power and capacity.

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About a year ago, in June 2024, Nvidia made headlines for having achieved the title of the most valuable company in the world, ahead of Microsoft and Apple. Now, the large American chip manufacturer has reached a new milestone: its capitalization now exceeds 4 trillion dollars – almost three times the GDP of Spain – and sets a new world record. With the current situation of international trade war following the tariff policy of US President Donald Trump, this meteoric rise in the share price of the first American company is even more striking.

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The time of the covid was also the time in which a new dictionary filled with words like was forged in the popular imagination pandemic, coronavirus, masks and even, chips and semiconductorsThe shortage of microelectronic components, such as these chips, suddenly became a global and local problem. Society then learned that these components were essential to keep the economy moving forward, and alarm bells started ringing. This is where the story of Openchip, commonly known as the Catalan Nvidia (and European), although its managers don't quite like this definition.

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Nvidia, the artificial intelligence (AI) chip giant, expects to lose $5.5 billion (more than €4.8 billion) in the first quarter of this year due to the Trump administration's decision to require a license to export chips integrated into H2 to China. This move against China also affects Hong Kong and Macau.

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Uncertainties cause insecurities. And insecurities encourage authoritarianism. In the first stage, it seems that there will be a congruence between the economic and power orientations of the White House and the court of business magnates who support it: the Magnificent Seven (The Magnificent Seven) of the new technological imperialism (Meta, Apple, Microsoft, Alphabet, Nvidia, Amazon, Tesla).

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